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Applied Industrial Technologies

555 hedge funds and large institutions have $9.12B invested in Applied Industrial Technologies in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 187 increasing their positions, 212 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $5.43M

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

9% more capital invested

Capital invested by funds: $8.34B → $9.12B (+$785M)

3% more funds holding

Funds holding: 540555 (+15)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.64% less ownership

Funds ownership: 94.27%92.62% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 212

Holders
555
Holders Change
+15
Holders Change %
+2.78%
% of All Funds
7.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
85
Increased
187
Reduced
212
Closed
65
Calls
$23.5M
Puts
$5.43M
Net Calls
+$18M
Net Calls Change
+$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
326
Machina Capital
France
$621K +$624K +2,377 New
SCM
327
Sterling Capital Management
North Carolina
$615K -$47.5K -181 -7%
ECM
328
Evergreen Capital Management
Washington
$614K +$68.7K +262 +13%
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$594K +$4.99K +19 +0.8%
1C
330
111 Capital
France
$586K -$517K -1,972 -47%
SI
331
Sapience Investments
California
$581K -$1.31K -5 -0.2%
LWAM
332
Legacy Wealth Asset Management
Minnesota
$566K +$266K +1,014 +88%
WS
333
Wedbush Securities
California
$565K -$57.7K -220 -9%
DP
334
Dundas Partners
United Kingdom
$551K -$69.3M -264,102 -99%
OWA
335
Octavia Wealth Advisors
Ohio
$538K +$541K +2,062 New
SA
336
Sovran Advisors
California
$526K -$41.7K -159 -7%
URS
337
Utah Retirement Systems
Utah
$526K
LOAMU
338
Lombard Odier Asset Management (USA)
New York
$523K +$52.7K +201 +11%
ET
339
Entropy Technologies
New York
$522K -$292K -1,114 -36%
AA
340
Ancora Advisors
Ohio
$522K
BOS
341
Bank of Stockton
California
$522K
PA
342
PharVision Advisers
Florida
$520K +$523K +1,992 New
CGH
343
Crossmark Global Holdings
Texas
$518K -$105K -401 -17%
DS
344
DRW Securities
Illinois
$506K +$161K +613 +46%
EWA
345
EverSource Wealth Advisors
Alabama
$502K +$96K +366 +24%
OTL
346
Oak Thistle LLC
New York
$490K +$492K +1,877 New
CIM
347
CIM Investment Management
Pennsylvania
$490K -$530K -2,021 -52%
TRCT
348
Tower Research Capital (TRC)
New York
$489K -$6.41M -24,412 -93%
CP
349
CenterBook Partners
Connecticut
$487K +$489K +1,864 New
MSRPS
350
Maryland State Retirement & Pension System
Maryland
$483K

AIT Hedge Fund Activity: Q3 2025 in Review

555 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Applied Industrial Technologies (AIT) for Q3 2025, worth a combined $9.12B — up 9.4% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new AIT positions and 65 closed out — a net gain of 20 holders — while 187 added to existing stakes and 212 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $201M. The largest seller was Dundas Partners, cutting an estimated $69.3M.

  • 555 institutional investors held Applied Industrial Technologies (AIT) as of Q3 2025, up from 540 in Q2 2025.
  • Funds reported $9.12B of Applied Industrial Technologies stock for Q3 2025, up 9.4% quarter-over-quarter.
  • 85 funds opened new Applied Industrial Technologies positions in Q3 2025 and 65 closed out, a net change of +20 holders.
  • The largest Applied Industrial Technologies buyer in Q3 2025 was Capital International Investors, an estimated $201M added.
  • The largest Applied Industrial Technologies seller in Q3 2025 was Dundas Partners, an estimated $69.3M sold.

Based on aggregated 13F filings for Q3 2025.